Accounts Portfolio Manager

Taylor Rose Recruitment; Newcastle-under-Lyme; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A recruitment agency is looking for an Accounts Portfolio Manager in Newcastle-under-Lyme. This role involves managing a diverse portfolio of clients, preparing year-end accounts, and overseeing tax compliance. Ideal for ACA or ACCA qualified individuals seeking professional development while enjoying a hybrid working arrangement. The position offers excellent remuneration and a generous benefits package, including extensive holiday entitlement and a personal progression plan.

Benefits

Health cash plan

Generous holiday entitlement

Progression plan

Option to buy and sell holidays

Qualifications

• Qualified accountant seeking professional development and a work/life balance.
• Experience with diverse client portfolios across different sectors.
• Ability to train junior staff and handle tax planning.

Responsibilities

• Manage client portfolio, acting as main contact.
• Prepare and review year-end statutory accounts.
• Handle management accounts and tax compliance.
• Identify tax planning opportunities.
• Deal with HMRC and third parties.
• Train junior staff and assist with advisory assignments.
• Support business development efforts.

Skills

Client relationship management

Tax compliance

Preparation of statutory accounts

Business development

Education

ACA or ACCA Qualified

PQ or MAAT considered

Job description

Public Practice specialists Taylor Rose Recruitment have been instructed on a fantastic Accounts Portfolio Manager opportunity on behalf of our client, a forward-thinking firm of Chartered Accountants in Newcastle-under-Lyme.

Ideal for an ACA or ACCA Qualified individual (PQ or MAAT also considered) working in practice looking for continued professional development and an excellent work / life balance.

You will manage all aspects of your own diverse portfolio of clients from a broad range of sectors providing accounts & tax services and building on strong client relationships.

Excellent remuneration & benefits package, hybrid & flexible working arrangement, TOIL, generous holiday entitlement, and personal progression plan. Part-time also considered.

The Role

• Managing all aspects of the client portfolio, acting as the main point of contact
• Preparation and review of year-end statutory accounts
• Management accounts preparation
• Preparation of Tax compliance
• Identifying tax planning opportunities
• Dealing with HMRC and other third parties
• Training junior staff and reviewing their work
• Assisting with other ad hoc advisory assignments
• Business development

Benefits Include

• Progression plan
• Hybrid / Flexible working arrangement
• Health cash plan
• Generous holiday entitlement
• Option to buy and sell holidays
• Regular so...